+1,597.1%
NI vs SPXU
-100.0%
+1,697.1%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +1.6% |
| 7D | +2.3% | -1.5% | +3.8% | +2.0% |
| 30D | -1.7% | +3.7% | -5.4% | -0.8% |
| 3M | -8.0% | -9.6% | +1.6% | -9.7% |
| 6M | -8.6% | -32.4% | +23.7% | -15.6% |
| YTD | +2.3% | -28.7% | +31.0% | -4.1% |
| 1Y | +6.9% | -38.2% | +45.2% | -2.5% |
| 3Y | +70.6% | -80.4% | +151.0% | +26.1% |
| 5Y | +96.4% | -86.0% | +182.4% | +46.7% |
| 10Y | +136.1% | -99.5% | +235.7% | -3.5% |
| All | +1,597.1% | -100.0% | +1,697.1% | +187.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SPXU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling